Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
9.47%
3 year
8.31%
5 year
3.45%
10 year
4.42%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2025 onward derived from N-PORT monthly returnsRisk statistics
81 months through March 31, 2026Volatility (ann.)
4.61%
Sharpe
1.48
Sortino
2.67
Max drawdown
-13.40%
Best month
3.85%
Worst month
-6.08%
Beta vs VTSAX
0.32
Correlation
0.87
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.